Relationship Banker: Elevate Client Experience & Solutions

Next Frontier Capital

Lewis Center (OH)

On-site

USD 55,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

Health care coverage
On-site health centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorganChase & Co. is seeking a Relationship Banker in a Chase Branch to deliver exceptional hospitality and financial guidance. You will lead client engagements, using banking solutions and technology to meet financial needs while upholding the brand and regulatory standards.

You will build lasting relationships and drive satisfaction through proactive service and education. Responsibilities include meeting clients, tailoring recommendations, guiding through Chase digital tools, and

Qualifications

  • 1+ year of sales experience in Retail Banking or financial services.
  • Ability to create memorable client experiences and tailor product solutions.
  • Excellent communication, both in person and over the phone.
  • Ability to resolve client issues with attention to detail.
  • Compliance with risk, training, and regulatory requirements.
  • Licensing requirements include SIE, FINRA Series 6, and relevant state registrations.

Responsibilities

  • Put clients first and deliver attentive, friendly service.
  • Manage assigned clients, meet with them to build lasting relationships.
  • Communicate clearly to understand and help clients, building trust.
  • Educate clients on technology solutions like Chase Mobile App and Chase.com.
  • Learn products and consult clients with specialists for needs.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Communication skills
Customer service
Attention to detail
Regulatory compliance

Education

High school degree

Job description

JPMorganChase & Co. is seeking a Relationship Banker in a Chase Branch to deliver exceptional hospitality and financial guidance. You will lead client engagements, using banking solutions and technology to meet financial needs while upholding the brand and regulatory standards.

You will build lasting relationships and drive satisfaction through proactive service and education. Responsibilities include meeting clients, tailoring recommendations, guiding through Chase digital tools, and

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